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jgiles
Frequent Visitor

Need help figuring out how to get a visual to display what I want it to display

Hi,

 

I have a slicer on a page that contains company names, along with a table visual that shows the contact for the company.  Then I want another table visual that displays anyone within the contact's agency that is a member of a certain board.  Right now my board members visual only shows the contact - which it shouldn't because they aren't a board member.  I'm still learning and I'm not sure if I need to do measures or what approach I should take.

 

Image of what it looks like with dummy data:

jgiles_1-1660657240317.png

 

Image of what I'd like it to look like with dummy data:

The Agency Board Members visual - lists the two people from the contact's agency that are members of the board.

jgiles_3-1660657612890.png

 

 

Dummy Tables
Account Table

CompanyAccountID
ABC Company1234
123 Inc5678

 

Contact Table

AccountIDNameBoardAgencyID
1234Jane Smith 1111
5555Walt Jones 1111
999Marc SamuelsDirect Board2222
8787JD Banks 2222
6541Bay MartinIndirect Board3333
8899Ivy JesterIndirect Board3333
5678Marlon Blank 3333


Agency Table

AgencyIDAgencyName
1111Sesame Street Agency
2222Muppet Inc
3333Frank Agency Inc

 

Thank you,

Julie

1 ACCEPTED SOLUTION

5 REPLIES 5
deevaker
Resolver I
Resolver I

refer to the attached

pbix 

jgiles
Frequent Visitor

@lbendlin Thank you!  I appreciate you taking the time to help me.  That works - unfortnuately, I missed putting a table in the original help question.  I've been trying to modify your example to work but I'm not having any luck.  Any suggestions on how I can modify it for the table I forgot?

 
 

2022-08-18_15-03-33.png

Companies Table
CompanyAccountID

ABC Company1234
123 Inc5678
Blue Company1111
Red Company2222


PolTbl
AccountIDBrokerID

1234111
7777222
1111333
2222444
3333555
4444666
5678777


Contact Table
ContactIDNameBoardAgencyID

111Jane Smith 1111
222Walt Jones 1111
333Marc SamuelsDirect Board2222
444JD Banks 2222
555Bay MartinIndirect Board3333
666Ivy JesterIndirect Board3333
777Marlon Blank 3333

 

Agency Table

1111Sesame Street Agency
2222Muppet Inc
3333Frank Agency Inc





 

see attached

@lbendlin Thank you very much for your help!  Appreciate it.

lbendlin
Super User
Super User

BoardVisible := 
var c = values(Companies[AccountID])
var a = CALCULATETABLE(values(Contacts[AccountID]),ALLEXCEPT(Contacts,Contacts[AgencyID]))
return if (countrows(intersect(a,c))>0,1,0)

 

see attached.

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